Previously an Associate Vice President with Wells Fargo's Investment Portfolio analyzing investments held on the bank's balance sheet. Prior to the Investment Portfolio he assessed credit risk for the bank's wealth lending relationships. Charles holds a Masters in Business Administration from the University of Virginia Darden School of Business where he interned with the University of Virginia Investment Management Company (UVIMCO) with a focus on the university's private equity holdings. Charles is a CFA Charterholder.
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